Financial Planning Assistant
1 day ago
Financial Planning Opportunity
**About the Role**
We are seeking a skilled Paraplanner to join our team at a well-established financial planning firm. The ideal candidate will have a strong background in financial planning and be able to work closely with our financial planning team to deliver high-quality advice and services to clients.
**Key Responsibilities**
* Collaborate with the financial planning team to achieve financial objectives
* Provide essential briefings to financial planners on client matters
* Work with stakeholders to help achieve team goals
**What We Offer**
* Annual discretionary performance-based bonus
* 25 days of annual leave with the option to buy up to 31 days
* Additional long service holidays
* Pension Scheme
* Employee Assistance Program (EAP) for support services
**Company Overview**
Our client is dedicated to providing comprehensive financial planning and wealth management services. They foster a supportive work environment with a focus on professional development and employee well-being.
**Location**
Our client's office is based in Horley, Surrey. The role offers a hybrid working model, with the flexibility to work 3 days from home and 2 days in the office.
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